Instructions

ER8788
11/02
87/88 Series
Spring Diaphragm Actuator
2
Instruction ER8788 11/02
87/88 Actuator
TABLE OF CONTENTS
1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . .2
2. General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
3. Actuator Description . . . . . . . . . . . . . . . . . . . .2
4. Unpacking . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
5. Air Piping . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
6. Actuator Removal . . . . . . . . . . . . . . . . . . . . . .3
7. Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . .4
8. Actuator Range . . . . . . . . . . . . . . . . . . . . . . . .9
9. Air Action Changes . . . . . . . . . . . . . . . . . . . .12
10. Valve Mounting . . . . . . . . . . . . . . . . . . . . . . .16
Parts Reference Tables . . . . . . . . . . . . .17 - 21
1. INTRODUCTION
The following instructions are designed to assist maintenance
personnel in performing most of the maintenance required on
the Model 87/88 actuator. Masoneilan has highly skilled service
engineers available for start-up, maintenance and repair of
our actuators and component parts. In addition, a regularly
scheduled training program is conducted at the Training Center
to train customer service and instrumentation personnel in the
operation, maintenance and application of our control valves
and instruments. Arrangements for these services can be made
through your Masoneilan Representative or Sales Office. When
performing maintenance, use only Masoneilan replacement
parts. Parts are available through your local Masoneilan
Representative or Sales Office. When ordering parts, always
include Model and Serial Number of the unit being repaired.
2. GENERAL
These installation and maintenance instructions apply to the
Masoneilan Model 87/88 actuator regardless of the valve body
on which it is used. Actuator part numbers and recommended
spare parts required for maintenance are listed in the Parts
Reference Tables on pages 18 and 19. The model number and
action of the actuator are shown as part of the model number
listed on the identification tag located on the actuator.
3. ACTUATOR DESCRIPTION
The Model 87/88 is a pneumatic spring diaphragm actuator
which features field reversibility (with no additional parts). The
multiple spring design configuration provides four standard spring
ranges are achieved by varying spring quantity and placement. A
molded rolling diaphragm and deep cases minimize area change,
resulting in a linear relationship between travel and air pressure.
4. UNPACKING
Care must be exercised when unpacking the equipment to
prevent damage to the accessories and component parts.
Shoul d any probl ems ari se, contact your Masonei l an
Representative or District Office.
5. AIR PIPING
The Model 87/88 actuator is designed to accept 1/4" NPT air
supply connections. Accessories supplied with the actuator are
mounted and connected at the factory.
Caution: Do not exceed pressure indicated on identifica-
tion tag.
Caution: For full automatic operation, the handwheel
must be placed in the neutral position. Travel will be
limited if the handwheel is not in the neutral position.
The following instructions should be thoroughly reviewed and understood prior to installing,
operating or performing maintenance on this equipment. Throughout the text, safety and/or
caution notes will appear and must be adhered to strictly; otherwise, serious injury or equip-
ment malfunction could result.
1st Digit
8
2nd
87 Air to Close (extend stem)
88 Air to Open (retract stem)
Actuator Type
6. ACTUATOR REMOVAL
Maintenance on the valve body normally requires removal of the
valve actuator. The steps in removal of the actuator are different
depending on whether the actuator is air to close or air to open.
Note: Actuator action may be checked by referring to the valve
identification tag. Model 87 indicates unit is air to close and
Model 88 indicates unit is air to open.
6.1 Air to close (Model 87), size 3 (Figure 8), and
size 6 (Figure 2), with or without handwheel
A. Shut off air supply to actuator and rotate handwheel to
the neutral position. [No force exerted on the stem
connector or stem flange.]
B. Disconnect air piping from diaphragm case.
C. Check the stem position against the travel scale (9) to
insure that the plug is up (off the seat).
Note: No air pressure is required to the actuator since
the spring force acts to open the valve.
D. Loosen stem lock nuts (1).
E. Re-tighten lock nuts (1) against each other so they
wi l l l ock at a poi nt that i s not agai nst the stem
connector stem flange (2).
F. Loosen and remove drive nut.
G. Turn the stem lock nut (1) counterclockwise and loosen
the plug stem until it disengages from the actuator
stem (10).
Note: Do not allow the valve plug to drop or turn
against the seat ring, as this could damage the seat
and plug.
H. Remove actuator from the valve body.
6.2 Air to open (Model 88), sizes 3 and 6, with
handwheel
6.3 Air to open (Model 88), size 3 (Figure 9) and
size 6 (Figures 2 and 4) without handwheel
Since removal of the valve plug stem from the actuator stem
connector requires that the valve plug be off the seat, special
provisions are necessary to assure that the valve is in the
opened position. Proceed as follows for an actuator without
a handwheel.
Note: Since air supply piping connected to the actuator is
normally rigid, it is required that a manual loading panel with
suitable flex tubing be used or some suitable type of flex
connections be made between the supply piping and the
actuator connection to accommodate movement of the actuator.
A. Shut off air supply to the actuator.
B. Disconnect air supply piping to the actuator.
C. Connect manual loading panel tubing to the lower
diaphragm case or yoke (size 3) tubing connector.
D. Apply required air pressure through the manual loading
panel to open the valve as is indicated by the stem
position relative to the travel indicator scale (9).
E. Loosen stem lock nuts (1).
F. Re-tighten stem lock nuts (1) against each other so
they will lock at a point that is not against the actuator
stem connector or stem flange (2).
G. Loosen and remove drive nut.
H. Turn the upper stem lock nut (1) counterclockwise and
unscrew the valve plug stem until disengaged from the
actuator stem (10).
Note: Do not allow the plug to drop or turn against the
seat ring, as this could damage the seat and plug.
I. Remove actuator from the valve body and shut off air
supply pressure.
Caution: Care should be taken in handling the
actuator to prevent damage to gauges, tubing, and
component parts. In addition, since a flex connec-
tion is made between the actuator and air piping,
care must be taken not to exert pressure on the flex
tubing or air piping.
Caution: Depending on stem length, it may be
required to raise the actuator off the body slightly
to enable the plug stem to disengage from the
actuator stem. The actuator must be raised
straight off the body to prevent side loading on the
plug stem.
Caution: At this time provisions must be made to
support and lift the actuator off the body using
recommended lift supports and procedures.
Caution: Do not exceed pressure indicated on the
tag (63) on the diaphragm case.
Caution: High stress placed on rigid piping could
cause breaking of the air supply line. A flex connector
is required.
Caution: The stem connector or stem flange (2) on these
sizes are not fixed to the actuator stem and are loose
parts with the plug stem removed. For safety, the
handwheel must be in a free position and the actuator
removed from the valve using procedure 6.3 Air to Open
without handwheel.
Caution: Care should be taken in handling the
actuator to prevent damage to gauges, tubing,
and component parts.
Caution: Depending on stem length, it may be
required to raise the actuator off the body slightly
to enable the plug stem to disengage from the
actuator stem. The actuator must be raised straight
off the body to prevent side loading the plug stem.
Caution: At this time provisions must be made to
support and lift the actuator off the body using
recommended lift supports and procedures.
3
Instruction ER8788 11/02
87/88 Actuator
6.4 Air to close (Model 87), sizes 10, 16 and 23, with
and without handwheel (Figure 3)
A. Shut off air supply to actuator and rotate handwheel to
the neutral position.
B. Disconnect air piping from diaphragm case.
C. Check the travel indicator (7) against the travel scale
(9) to insure that the plug is up (off the seat).
Note: No air pressure is required to the actuator since
the spring pressure tends to open the valve.
D. Loosen stem lock nut (1).
E. Remove cap screws (5) from stem connector (2, 4).
Note: Do not allow the valve plug to drop or turn
against the seat ring, as this could damage the seat
and plug.
F. Loosen and remove drive nut.
G. Remove bottom stem connector parts (1, 2, 6) from
plug stem.
H. Remove actuator from the valve.
6.5 Air to open (Model 88), sizes 10, 16 and 23, with
or without handwheel (Figure 4)
Since removal of the valve plug stem from the actuator stem
connector requires that the valve plug be off the seat, special
provisions are necessary to assure that the valve is in the
opened position. Proceed as follows:
Note: Since air supply piping connected to the actuator is
normally rigid and the actuator will be moved, it is required that
a manual loading panel with suitable flex tubing be used or
some suitable type of flex connections be made between the
supply piping and the actuator connection.
A. Shut off air supply to the actuator and rotate hand-
wheel to the neutral position.
B. Disconnect air supply piping to the actuator.
C. Connect manual loading panel tubing to the lower
diaphragm case tubing connector.
D. Apply required air pressure through the manual loading
panel to open the valve as is indicated by the travel
indicator (7) and stroke scale (9).
E. Loosen stem lock nuts (1).
F. Remove cap screws (5) from stem connector (2, 4).
Note: Do not allow the valve plug to drop or turn
against the seat ring, as this could damage the seat
and plug.
G. Loosen and remove drive nut.
H. Remove bottom stem connector parts (1, 2, 6) from
plug stem.
I. Remove actuator from the valve and shut off air supply
pressure.
7. MAINTENANCE
7.1 Replacing diaphragm air to open actuators
(Model 88) with or without handwheel (Figure 4
and Figure 9).
A. Shut off air supply to the actuator, isolate the control
valve process pressure to eliminate the valve from
moving with spring tension removed.
B. If val ve i s equi pped wi th a handwheel , rotate
handwheel to a neutral position.
C. Remove diaphragm case cap screws and nuts (20
and 19). Tensi on bol ts (27, 28 and 56) must be
removed last.
Note: Size 3 actuator remove four diaphragm case
cap screws and nuts (27 and 28) leaving the other four
tension bolts equally spaced around the case.
D. Remove tension bolts (27, 28 and 56) in multiple steps
to relieve spring tension gradually. Remove upper
diaphragm case (24).
E. Note position of springs (21) and spring spacers (18)
[if equipped] in the diaphragm plate (26) before you
remove these parts.
F. Remove hex nut (23) [size 3], cap screw (23) [size 6],
or jam nut (23) [all other sizes]. Also remove spacer (2)
[size 3] and diaphragm washer (22) [all other sizes].
G. Remove diaphragm plate (26) and diaphragm (25).
Caution: Diaphragm case is under spring tension
and is equipped with tension bolts which must be
removed last.
Caution: It is recommended that the actuators are
placed in an upright position for all disassembly or
assembly operations.
Caution: Progressively raise actuator off the body
to enable the top stem connector (4) to disengage
the bottom stem connector (2). The actuator must
be raised straight off the body to prevent stress on
the plug stem.
Caution: At this time provisions must be made to
support and lift the actuator off the body using
recommended lift supports and procedures.
Caution: Do not exceed pressure indicated on the
tag (63) on the diaphragm case.
Caution: Unreasonably high stress placed on rigid
piping could cause breaking of the air supply line. A
flex connector is required.
Caution: Progressively raise actuator off the body
to enable the top stem connector (4) to disengage
the bottom stem connector (2). The actuator must
be raised straight off the body to prevent stress on
the plug stem.
Caution: At this time provisions must be made to
support and lift the actuator off the body using
recommended lift supports and procedures.
4
Instruction ER8788 11/02
87/88 Actuator
H. Replace the new diaphragm (25) on the diaphragm
plate (26).
I. Size 3 actuator, coat the threads of hex nut (23) and
the surfaces of the spacer (22) with Chesterton 725
nickel compound or equivalent. Size 6 actuator, coat
the threads of cap screw (23) and the surfaces of
washer (22) with Dupont Sealant Compound III or
equal. All other sizes, coat the actuator stem threads
(10) and the surfaces of washer (22) with Dupont
Sealant Compound III or equal.
J. Check placement of spacers (14 and 22), reassemble
diaphragm (25), diaphragm plate (26), and washer (22)
then tighten fastener (23) in proper locations.
K. Position springs (21) and spring spacers (18) [if used]
in the diaphragm plate.
Note: Arrange springs so that the coil ends are pointed
toward the actuator stem as shown in Figure 1. This
step assures best actuator performance.
L. Replace upper diaphragm case (24) and tension bolts.
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
M. Tighten the tension bolts in equal steps until the cases
meet. Replace the remaining cap screws and nuts.
N. If so equipped, rotate handwheel to the desired position.
7.2 Replacing diaphragm air to close actuator (Model
87), with handwheel (Figures 2, 3, 7, 8, 10 and 11)
A. Shut off air supply to the actuator, isolate the control
process pressure to eliminate the valve plug from
moving with spring tension removed.
B. Rotate the handwheel (41) to a neutral position.
C. For size 3 actuator, remove one of the two retaining
rings (46) which are mounted on lever pin (45).
For all other sizes, remove two handwheel pivot pins
(33) which are mounted through the yoke and secure
the handwheel pivot (36) in place (see Figure 7).
D. For size 3 actuator, remove lever pin (45) and secure
the handwheel holder (40) in place (see Figures 10
and 11).
For al l other si zes, l et the compl ete handwheel
assembly swing down and out of the way of the top
stem connector (4) [bottom stem connector (2) on size
6 actuator].
E. Proceed with the instructions for air to close actuators
without handwheel (7.3).
7.3 Replacing diaphragm air to close actuator (Model 87),
size 3, without handwheel (Figures 8, 10 and 11)
A. Shut off air supply to the actuator and remove air
piping from the upper diaphragm case (24).
B. Check the travel indicator on stem connector (2)
against the travel scale (9) to insure that the plug is up
(off the seat).
Note: No air pressure is required to the actuator since
the spring pressure tends to open the valve.
C. Loosen stem lock nuts (1).
D. Re-tighten lock nuts (1) against each other so they will
lock at a point that is not against the stem flange (2).
E. Turn the stem lock nut (1) counterclockwise and loosen
the plug stem until it disengages from the actuator
stem (10).
Note: Depending on stem length, it may be required to
separate the size 3 actuator off the valve body, as
indicated in Section 6.1.
Note: Do not allow the valve plug to drop or turn against
the seat ring, as this could damage the seat and plug.
F. Remove four diaphragm case cap screws and nuts (27
and 28) leaving the other four installed on the case
equally spaced.
G. Remove tension bolts (four remaining 27 and 28) in
multiple steps to relieve spring tension gradually.
Remove upper diaphragm case (24).
H. Remove hex nut (23) and spacer (14).
I. Repl ace new di aphragm (25) on the di aphragm
plate (26).
J. Coat the threads of hex nut (23) and the surfaces of
the spacer (14) with Chesterton 725 nickel compound
or equal. Install spacer (14) and tighten hex nut (23)
per Table 3.
K. Replace upper diaphragm case (24) and tension bolts
(four cap screws and nuts 27 and 28).
Caution: Diaphragm case is under spring tension.
The remaining four screws and nuts are
tension bolts.
Caution: Removing the lever pin (45) will
disconnect the handwheel assembly from the
actuator. Support the handwheel assembly to avoid
possible injury.
Caution: The handwheel assembly can hold spring
tension in the actuator when the diaphragm case
is removed. To prevent possible injury, remove
handwheel per the following procedures.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 and Table 7 for
torque values.
5
Instruction ER8788 11/02
87/88 Actuator
Figure 1
Spring coil ends
pointed towards
actuator stem
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
L. Tighten the tension bolts (27 and 28) in equal steps
until the cases meet. Replace the remaining cap
screws (27) and nuts (28).
M. Screw the plug stem back into the actuator stem (10)
thru the stem flange (2) and recalibrate the seated
position of the valve.
Note: If the actuator has been removed from the valve
body, reinstall it as indicated in Section 10.2.
Note: If the actuator has a handwheel (Section 7.2),
continue with the following steps:
N. Hold the handwheel holder (40) in position between the
yoke legs and slide the lever pin (45) through the hole
in the yoke and lever. Be sure that the levers (44) are
above the stem flange (2).
O. Secure the lever pin (45) with the second retaining
ring (46).
7.4 Replacing diaphragm air to close actuator (Model
87), sizes 6, 10, 16 and 23 without handwheel
(Figures 2, 3 and 7)
A. Shut off air supply to the actuator and remove air
piping from the upper diaphragm case (24).
B. Remove the two socket head cap screws (5) which
hold the top and bottom stem connector (2 and 4)
together.
Note: The size 6 actuator only has a bottom stem
connector. For diaphragm replacement, the stem lock
nuts (1) must be loosened. The plug stem is turned
out at the actuator stem (10) in order to allow the
actuator stem to rise with release of spring tension.
Depending on stem length, it may be required, to allow
this step, to separate the size 6 actuator off the valve
body, as indicated in Section 6.1.
C. Remove di aphragm case cap screws and nuts
(20 and 19).
D. Remove tension bolts (27, 28 and 56) in multiple steps
to relieve spring tension gradually. Remove upper
diaphragm case (24).
E. Remove cap screw (23) [si ze 6] or j am nut (23)
[all other sizes] and diaphragm washer (22) [all sizes].
F. Repl ace new di aphragm (25) on the di aphragm
plate (26).
G. Size 6 actuator, coat the threads of cap screw (23) and
the surfaces of washer (22) with Dupont Sealant
Compound III or equal. All other sizes, coat the actuator
Caution: Diaphragm case is under spring tension
and is equipped with tension bolts (27, 28 and 56)
which must be removed last.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
stem threads (10) and the surfaces of washer (22) with
Dupont Sealant Compound III or its equivalent. Install
washer (22) and tighten fastener (23).
H. Replace upper diaphragm case (24) and tension bolts
(27, 28 and 56).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
I. Tighten the tension bolts (27, 28 and 56) in equal steps
until the cases meet. Replace the remaining cap
screws (20) and nuts (19).
J. Position top and bottom stem connectors (2 and 4) and
replace the two socket head cap screws (5) and recali-
brate the seated position of the valve (Section 10.2).
Note: Size 6 actuator - Screw the plug stem back into
the actuator stem (10) thru the bottom stem connector
and recalibrate the seated position of the valve. If the
actuator has been removed from the valve body,
re-install it as indicated in Section 10.2).
Note: If the actuator has a handwheel (Section 7.2),
continue with the following steps :
K. Swing handwheel assembly back up into place.
L. Install the two pivot pins (33) in the yoke and engage
them into the handwheel pivot (36).
7.5 Replace or repack handwheel bearing, size 3
actuator (Figures 10, 11 and 12)
A. Rotate handwheel to a free position.
B. Remove handwheel cap screw (20) and washer (42).
C. Remove handwheel (41) and key (47).
D. Remove one of the two retaining rings (46) which are
mounted on lever pin (45).
E. Remove lever pin (45) and secure the handwheel
holder (40) in place.
F. Remove the complete handwheel assembly from the
actuator.
G. Remove both cover cap screws (20) and handwheel
cover (57).
H. Remove retaining ring (38), handwheel pivot (36) and
bushing (37) to release the bearing.
I. Remove single row ball and shaft ring bearing (34)
from handwheel stem (39) and bearing ball housing
ring from the handwheel pivot (36).
J. Replace or clean to repack bearing (34) with new
grease.
Caution: Removing the lever pin (45) will
disconnect the handwheel assembly from the
actuator. Support the handwheel assembly to
avoid possible injury.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
6
Instruction ER8788 11/02
87/88 Actuator
K. Bearing should be packed with Mobilux No. 2 grease
or equivalent.
Note: It is important that the bearing is packed with
grease, and not just coated.
L. To reassemble, reverse removal procedures from step
(I) through (B).
7.6 Replace or repack handwheel bearing, size 6 and
10 actuators (Figures 5 and 7)
A. Rotate handwheel to a free position.
B. Remove handwheel cap screw (20) and washer (42).
C. Remove handwheel (41) and lock nut (43).
D. Remove pivot pins (33) from the yoke which hold the
handwheel pivot (36).
E. Remove snap rings (46) and remove lever pin (45) to
release handwheel assembly.
F. Turn handwheel stem (39) until it clears traveling
nut (40).
G. Remove snap ring (38) and bearing ring (37) to release
the handwheel stem (39) from the bearing.
H. Remove snap ring (35) to release bearing (34).
I. Replace or clean to repack bearing (34) with new
grease.
J. Bearing should be packed with Mobilux No. 2 grease
or equal.
Note: It is important that the bearing is packed with
grease, and not just coated.
K. To reassemble, reverse removal procedures from step
(H) through (B).
7.7 Replace or repack handwheel bearing size 16 and
23 actuators (Figures 6 and 7)
A. Rotate handwheel to a free position.
B. Remove pivot pins (33) which engage the handwheel
pivot (36) thru the yoke.
C. Remove snap rings (46) and remove lever pin (45) to
release complete handwheel assembly.
D. Remove snap ring (35) and slide the handwheel pivot
(36) off the bearing (34).
E. Remove cap screw (38) and end flange (37). This will
release the bearing (34).
F. Replace or clean to repack the bearing with new
grease.
G. Pack bearing (34) with Mobilux No. 2 grease or equal.
Note: It is important that the bearing is packed with
grease, and not just coated.
H. For remounting, reverse removal procedures from step
(E) through (B).
7.8 Replace diaphragm seal and stem seal, air to
open actuator (Model 88), size 3 (Figure 9)
A. Shut off air supply to the actuator, isolate the control
valve process pressure to eliminate the valve from
moving with spring tension removed.
B. If valve is equipped with a handwheel, rotate hand-
wheel to a free position.
C. Remove four diaphragm case cap screws and nuts (27
and 28) leaving the other four installed on the case
equally spaced.
D. Remove tension bolts (four remaining 27 and 28) in
multiple steps to relieve spring tension gradually.
Remove upper diaphragm case (24).
E. Note position of springs (21) and spring spacers (18)
[if equipped] in the diaphragm plate (26), before you
remove these parts.
F. Remove springs (21) and spring spacers (18) if used.
G. Loosen lock nuts (1). Re-tighten lock nuts against each
other so they will lock at a point that is not against the
stem flange (2). By means of a wrench, hold the nuts
(1) and pl ug stem. Turn the actuator stem (10)
subassembly until it disengages from the plug stem
and remove completely from actuator.
H. Remove case cap screws (16) and spring guide (29).
I. Remove lower diaphragm case (17) to gain access to
O-ring (13).
Note: Mark orientation of the case to the yoke.
Note: If diaphragm case O-ring (13) replacement is the
only maintenance, proceed to Step N.
J. Remove stem wiper (11) and O-rings (12).
K. Clean stem wiper and O-ring grooves of the yoke (31).
L. Apply a generous coating of Dupont Compound III (or
equivalent) to a new O-ring (12) and insert it into the
yoke (31).
M. Insert a new stem wiper (11) into the lower groove of
the yoke (31).
N. Clean cap screws (16) and their threaded holes on the
yoke (31).
O. Coat a new O-ring (13) and the stem bushing (30) and
O-ring (12) in the yoke with Dupont Compound III
(or equivalent).
P. Install new O-ring (13) in the yoke groove.
Q. Place the diaphragm case (17) on the yoke.
R. Apply Never-Seez (anti-seize compound or equivalent)
to cap screw threads (16).
S. Assemble spring guides (29) and cap screws (16).
T. Re-install the actuator stem (10) subassembly into the
yoke bushing. Turn actuator stem on the plug stem
after installing the stem flange (2). Turn until stem
spacer (14) contacts the lower diaphragm case (17).
Caution: Diaphragm case is under spring tension.
The remaining four screws and nuts are
tension bolts.
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Instruction ER8788 11/02
87/88 Actuator
U. Lock the stem flange (2) and the two nuts (1) against
the lower part of the actuator stem.
V. Position springs (21) and spring spacers (18) [if used]
in the diaphragm plate.
Note: Arrange springs so that the coil ends are pointed
toward the actuator stem as shown in Figure 1. This
step assures best actuator performance.
W. Replace upper diaphragm case (24) and tension bolts
(four cap screws and nuts 27 and 28).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
X. Tighten the tension bolts (27 and 28) in equal steps
until the cases meet. Replace the remaining cap
screws (27) and nuts (28).
Y. If necessary, recalibrate the seated position of the
valve (Section 10.1).
7.9 Replace diaphragm seal and stem seal, air to
open (Model 88) actuators (Figure 2 or 4)
A. Shut off air supply to the actuator, isolate the control
valve process pressure to eliminate the valve from
moving with spring tension removed.
B. If val ve i s equi pped wi th a handwheel , rotate
handwheel to a free position.
C. Remove diaphragm case cap screws and nuts (20and19).
D. Remove tension bolts (27, 28 and 56) in multiple steps
to relieve spring tension gradually. Remove upper
diaphragm case (24).
E. Note position of springs (21) and spring spacers (18)
[if equipped] in the diaphragm plate (26).
F. Remove springs (21) and spring spacers (18) if used.
On size 6 actuator:
G. Loosen lock nuts (1). Re-tighten lock nuts against each
other so they will lock at a point that is not against the
stem connector (2). By means of a wrench, hold the
nuts (1) and plug stem. Turn the actuator stem (10)
subassembly until it disengages from the plug stem
and remove completely from actuator.
On size 10, 16 and 23 actuators:
G. Loosen lock nut (32) on actuator stem (10). Hold
the connector device (2, 4, 6). Turn the actuator stem
(10) subassembly and remove it when it clears the
connector insert (6), (on size 6), or the top stem
connector (4), (on sizes 16 and 23).
On sizes 6, 10, 16 and 23:
H. Remove case cap screws (16) to gain access to seal
washers (15).
Note: If seal washers (15) replacement is the only
maintenance, proceed to Step N.
I. Remove l ower di aphragm case (17) and stem
bushing (30).
Note: Mark orientation of the case to the yoke.
J. Replace stem wiper (11) and O-rings (12 and 13).
K. Coat O-rings (12 and 13) and inside of stem bushing
(30) with Dupont Compound III (or equivalent).
L. Install stem bushing (30) in the yoke with new O-rings
(12 and 13).
M. Place the diaphragm case (17) on the yoke.
N. Coat the surface of the spring guides (29) in contact
wi th the di aphragm case wi th Dupont Seal ant
Compound III or equivalent. Assemble spring guides
(29), new seal washers (15), and cap screws (16) in
this order.
O. Re-install the actuator stem (10) subassembly into the
yoke bushing. Turn actuator stem into insert (6), (size
10), or into the top stem connector (4), (sizes 16 and
23). In case of size 6 actuator, turn actuator stem on
the plug stem after installing the stem connector (2).
Turn unti l stem spacer (14) contacts the l ower
diaphragm case (17).
P. Tighten lock nut (32) against connector insert (6), (size
10), or against the top stem connector (4), (on sizes 16
and 23). In case of size 6 actuator, lock the stem
connector (2) and the two nuts (1) against the lower
part of actuator stem.
Q. Position springs (21) and spring spacers (18) [if used]
in the diaphragm plate.
Note: Arrange springs so that the coil ends are pointed
toward the actuator stem as shown in Figure 1. This
step assures best actuator performance.
R. Replace upper diaphragm case (24) and the tension
bolts (27, 28 and 56).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
S. Tighten the tension bolts (27, 28 and 56) in equal steps
until the cases meet. Replace the remaining cap
screws (20) and nuts (19).
T. If necessary, recalibrate the seated position of the
valve (Section 10.1).
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
Caution: Diaphragm case is under spring tension
and is equipped with tension bolts (27, 28 and 56)
which must be removed last.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
8
Instruction ER8788 11/02
87/88 Actuator
8. ACTUATOR RANGE
8.1 Actuator range change, air to open (Model 88)
A. Shut off air supply to the actuator, isolate the control
valve process pressure to eliminate the valve from
moving with spring tension removed.
B. If val ve i s equi pped wi th a handwheel , rotate
handwheel to a free position.
C. Remove diaphragm case cap screws and nuts (20
and 19). Tensi on bol ts (27, 28 and 56) must be
removed last.
Note: Size 3 actuator Remove four diaphragm case
cap screws and nuts (27 and 28) leaving the other four
tension bolts equally spaced around the case.
D. Remove tension bolts (27, 28 and 56) in multiple steps
to relieve spring tension gradually. Remove upper
diaphragm case (24).
E. Position springs (21) [and spring spacers (18) if new
range uses them] in the diaphragm plate.
F. Refer to Tables 1, 2 and 4 for spring information :
a. For 11 and 21 psi (0.759 and 1.448 bar) initials, the
springs are placed directly on the upper pedestals
in the diaphragm plate (26).
Size 3 actuator - For 11 and 21 psi (0.759 and 1.448
bar) initials, the springs are installed with spring
spacers (18). The spring spacers (18) are placed as
shown in the cross sectional view, Figure 9.
b. For 3 and 6 psi (0.207 and 0.414 bar) initials, the
springs are placed in the bottom cavity in the
diaphragm plate.
Size 3 actuator - For 3 and 6 psi (0.207 and 0.414
bar) initials, the springs are installed without spring
spacers.
c. For 11 and 21 psi (0.759 and 1.448 bar) initials and
travel ranges larger than 0.8" (20 mm), the spring
spacers (18) are placed as shown in the cross
sectional view, Figure 4.
Note: Spring spacers (18) are not required for the
No. 6 actuator.
Note: Arrange springs so that the coil ends are pointed
toward the actuator stem as shown in Figure 1. This
step assures best actuator performance.
G. Replace upper diaphragm case (24) and tension bolts
(27, 28 and 56).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
H. Tighten the tension bolts (27, 28 and 56) in equal steps
until the cases meet. Replace the remaining cap
screws (20) and nuts (19) [Screws (27) and nuts (28)
for size 3].
I. If so equipped, rotate handwheel to the desired position.
8.2 Actuator range change, air to close (Model 87),
sizes 6, 10, 16 and 23
Note: If actuator is equipped with a handwheel, please follow
steps 7.2 A, B, C and D to disengage this assembly.
A. Shut off air supply to the actuator and remove air
piping from the upper diaphragm case (24).
B. Remove the two socket head cap screws (5) which hold
the top and bottom stem connector (2 and 4) together.
Note: The size 6 actuator only has a bottom stem
connector (2). For access to springs, the stem lock
nuts (1) must be loosened. The plug stem is turned
out at the actuator stem (10) to allow the actuator
stem to rise with release of spring tension. Depending
on stem length, it may be required, to allow this step,
to separate the size 6 actuator off the valve body, as
indicated in Section 6.1.
C. Remove di aphragm case cap screws and nuts
(20 and 19).
D. Remove tension bolts (27, 28 and 56) and compres-
sion nuts (28) in multiple steps to relieve spring tension
gradually. Remove upper diaphragm case (24).
E. Remove cap screw (23) [si ze 6] or j am nut (23)
[all other sizes] and diaphragm washer (22).
F. Remove diaphragm plate (26) and diaphragm (25).
G. Place springs (21) over the spring guides (29).
H. Refer to Tables 1, 2 and 4 for spring information:
a. For 11 and 21 psi (0.759 and 1.448 bar) initials, the
springs are placed directly on the upper pedestals
in the diaphragm plate (26).
b. For 3 and 6 psi (0.207 and 0.414 bar) initials, the
springs are placed in the bottom cavity in the
diaphragm plate.
c. For 11 and 21 psi (0.759 and 1.448 bar) initials and
travel ranges larger than 0.8" (20 mm), the spring
spacers (18) are placed as shown in the cross
sectional view, Figure 4.
Note: Spring spacers (18) are not required for 0.8"
(20 mm) travel ranges.
Note: Arrange springs so that the coil ends are pointed
toward the actuator stem as shown in Figure 1. This
step assures best actuator performance.
Caution: Diaphragm case is under spring tension
and is equipped with tension bolts (27, 28 and 56)
which must be removed last.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
Caution: Diaphragm case is under spring tension
and is equipped with tension bolts which must be
removed last.
9
Instruction ER8788 11/02
87/88 Actuator
TABLE 3 - ACTUATOR ASSEMBLY TORQUES
ACTUATOR SIZE
REF. NO. DESCRIPTION 3 6 10 16 23
ft-lbs N-m ft-lbs N-m ft-lbs N-m ft-lbs N-m ft-lbs N-m
Hex Nut .500 - 20 UNF 25 34 25 34 25 34 25 34 25 34
Hex Nut .625 - 18 UNF 55 74 55 74 55 74
1
Hex Nut .750 - 16 UNF 95 129 95 129 95 129
Hex Nut 1.00 - 14 UNS 150 203 150 203
5 Socket Head Cap Screw 35* 47* 35 47 125 169 125 169
16 Hex Head Cap Screw 22 30 37 50 37 50 59 80 59 80
19,20,27,28 Case Bolting or Tension Bolting 22 30 21 28 25 34 30 40 31 42
23 Jam Nut, Hex Nut 48 65 37 50 66 90 95 129 150 203
32 Stem Lock Nut 55 74 95 129 150 203
33 Pivot Pin 60 81 60 81 80 108 80 108
20 Handwheel Cap Screw 53** 6 25 34 25 34 66 90 66 90
38 Handwheel Stem Cap Screw 300 407 300 407
* Torque shown is for size 6 actuator with Bellows Seal design requiring Stem Connector Option.
** Torque value in units of in-lbs.
Listed values are nominal torques. Tolerance is +/- 10%.
I. Replace the diaphragm plate (26) on the actuator stem
(10) and over the springs. To ensure the springs are
properly located, check the view hole in the diaphragm
plate. A spring should be visible.
J. Install the diaphragm (25).
K. For size 6 actuator, coat the threads of cap screw (23)
and the surfaces of washer (22) with Dupont Sealant
Compound III or equivalent. For all other sizes, coat
the actuator stem threads (10) and the surfaces
of washer (22) with Dupont Sealant Compound III
or equivalent.
L. Replace upper diaphragm case (24) and the tension
bolts (27, 28 and 56).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
M. Tighten the tension bolts (27, 28 and 56) in equal steps
until the cases meet. Replace the remaining cap
screws (20) and nuts (19).
Instruction ER8788 11/02
87/88 Actuator
N. Position top and bottom stem connectors (2 and 4)
and replace the two socket head cap screws (5) and
recalibrate the seated position of the valve (Section
10.2).
Note: Size 6 actuator - Screw the plug stem back into
the actuator stem (10) thru the bottom stem connector
(2) and recalibrate the seated position of the valve. If
the actuator has been removed from the valve body,
re-install it as indicated in Section 10.2).
Note: If the actuator has a handwheel (Section 7.2)
continue with the following steps:
O. Swing handwheel assembly back up into place.
P. Install the two pivot pins (33) in the yoke and engage
them into the handwheel pivot (36).
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
TABLE 1
ACTUATOR
SPRING
TRAVEL
COLOR
in. (mm)
0.8 (20) RED
1.5 (38) BLUE
2.0 (51) GREEN
2.5 (64) YELLOW
TABLE 2
SPRING NO.OF SPRING
RANGE SPRINGS SPACER (18)
psi (bar) REQUIRED REQUIRED
3-15 (0.207-1.034) 3 NO
6-30 (0.414-2.069) 6 NO
11-23 (0.759-1.586) 3 YES*
21-45 (1.448-3.103) 6 YES*
10
* A spring spacer (18) is required on Size 10 for 1.5 in. (38mm) travel only, and on Sizes 16 and 23, for
1.5 in. (38mm), 2.0 in. (51mm) and 2.5 in. (64mm) travels.
Spring Position
Size 3 Sizes 6, 10, 16 & 23
Instruction ER8788 11/02
87/88 Actuator
Actuator Travel & Range Springs
No. Color Code (psi)
Qty.
Position
3-15 3 A
0.8" (20mm) 6-30 6 B
3
Red 11-23 3 E
21-45 6 F
3-15 3 A
0.8" (20mm) 6-30 6 B
6
Red 11-23 3 C
21-45 6 D
3-15 3 A
0.8" (20mm) 6-30 6 B
Red 11-23 3 C
21-45 6 D
10
3-15 3 A
1.5" (38mm) 6-30 6 B
Blue 11-23 3 E
21-45 6 F
3-15 3 A
0.8" (20mm) 6-30 6 B
Red 11-23 3 C
21-45 6 D
3-15 3 A
1.5" (38mm) 6-30 6 B
Blue 11-23 3 E
21-45 6 F
16
3-15 3 A
2.0" (51mm) 6-30 6 B
Green 11-23 3 E
21-45 6 F
3-15 3 A
2.5" (64mm) 6-30 6 B
Yellow 11-23 3 E
21-45 6 F
3-15 3 A
0.8" (20mm) 6-30 6 B
Red 11-23 3 E
21-45 6 F
3-15 3 A
1.5" (38mm) 6-30 6 B
Blue 11-23 3 E
21-45 6 F
23
3-15 3 A
2.0" (51mm) 6-30 6 B
Green 11-23 3 E
21-45 6 F
3-15 3 A
2.5" (64mm) 6-30 6 B
Yellow 11-23 3 E
21-45 6 F
Springs placed
in the bottom cavity
Springs placed
on the upper pedestals
Springs placed on
additional spacers
A
B
C
D
E
F
A
B
E
F
Springs placed on
additional spacers
Springs placed
without spacers
11
TABLE 4
Diaphragm plate
spring arrangement
12
Instruction ER8788 11/02
87/88 Actuator
8.3 Actuator range change, air to close (Model 87),
size 3
Note: If actuator is equipped with a handwheel, please follow
steps 7.2 A, B, C and D to disengage this assembly.
A. Shut off air supply to the actuator and remove air
piping from the upper diaphragm case (24).
B. Check the travel indicator on stem flange (2) against
the travel scale (9) to insure that the plug is up (off
the seat).
Note: No air pressure is required to the actuator since
the spring force acts to open the valve.
C. Loosen stem lock nuts (1).
D. Re-tighten lock nuts (1) against each other so they will
lock at a point that is not against the stem flange (2).
E. Turn the stem lock nut (1) counterclockwise and loosen
the plug stem until it disengages from the actuator
stem (10).
Note: Depending on stem length, it may be required to
separate the size 3 actuator off the valve body, as
indicated in Section 6.1.
Note: Do not allow the valve plug to drop or turn
against the seat ring, as this could damage the seat
and plug.
F. Remove four diaphragm case cap screws and nuts (27
and 28) leaving the other four installed on the case
equally spaced.
G. Remove tension bolts (four remaining 27 and 28) in
multiple steps to relieve spring tension gradually.
Remove upper diaphragm case (24).
H. Remove hex nut (23) and spacer (14).
I. Remove diaphragm (25) and diaphragm plate (26).
J. Place springs (21) over the spring guides (29).
K. Refer to Tables 1, 2 and 4 for spring information:
a. For 11 and 21 psi (0.759 and 1.448 bar) initials, the
springs are installed with spring spacers (18). The
spring spacers (18) are placed as shown in the
cross sectional view, Figure 8.
b. For 3 and 6 psi (0.207 and 0.414 bar) initials, the
springs are installed without spring spacers.
Note: Arrange springs so that the coil ends are pointed
toward the actuator stem as shown in Figure 1. This
step assures best actuator performance.
L. Replace the diaphragm plate (26) on the actuator stem
(10) and over the springs.
M. Install the diaphragm (25).
N. Coat the threads of hex nut (23) and the surfaces of
the spacer (14) with Chesterton 725 nickel compound
or equivalent. Install spacer (14) and tighten hex nut
(23) per Table 3.
Caution: Diaphragm case is under spring
tension. The remaining four screws and nuts are
tension bolts.
O. Replace upper diaphragm case (24) and tension bolts
(four cap screws and nuts 27 and 28).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
P. Tighten the tension bolts (27 and 28) per Table 3 in
equal steps until the cases meet. Replace the remaining
cap screws (27) and nuts (28) and tighten per Table 3.
Q. Screw the plug stem back into the actuator stem (10)
thru the bottom stem flange and recalibrate the seated
position of the valve.
Note: If the actuator has been removed from the valve
body, reinstall it as indicated in Section 10.2.
Note: If the actuator has a handwheel (Section 7.2)
continue with the following steps:
R. Hold the handwheel holder (40) in position between the
yoke legs and slide the lever pin (45) through the hole
in the yoke and lever. Be sure that the levers (44) are
above the stem flange (2).
S. Secure the lever pin (45) with the second retaining
ring (46).
9. AIR ACTION CHANGES
9.1 Air to open to air to close (Model 88 to Model 87),
sizes 6, 10, 16 and 23
A. Shut off ai r suppl y to the actuator, i sol ate the
control valve process pressure to eliminate the valve
from moving with spring tension removed.
B. If val ve i s equi pped wi th a handwheel , rotate
handwheel to a neutral position.
C. Remove snap rings (46) and remove lever pin (45) to
allow handwheel assembly to swing away from the
stem connector (2-4).
D. Remove the two socket head cap screws (5) which
hold the top and bottom stem connector (2 and 4)
together.
Note: The size 6 actuator only has a bottom stem
connector (2). For changing of action, the stem lock nuts
(1) must be loosened. The plug stem is turned out at
the actuator stem (10) in order to allow the actuator
stem to rise with springs installed in the Model 87.
Depending on stem length, it may be required to
separate the size 6 actuator off the valve body, as
indicated in Section 6.3.
E. Remove diaphragm case cap screws and nuts
(20and19).
Caution: Diaphragm case is under spring tension
and is equipped with tension bolts (27, 28 and 56)
which must be removed last.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
13
Instruction ER8788 11/02
87/88 Actuator
F. Remove tension bolts (27, 28 and 56) in multiple steps
to relieve spring tension gradually. Remove upper
diaphragm case (24). Remove springs (21) and spacer
(18) if equipped.
G. Remove cap screw (23) [si ze 6] or j am nut (23)
[all other sizes] and diaphragm washer (22) [all sizes].
H. Remove diaphragm plate (26) and diaphragm (25).
I. Place springs (21) over the spring guides (29).
J. Refer to Tables 1, 2 and 4 for spring information. Refer
also to Section 8.1 F.
Note: Spring spacers (18) are not required for 0.8"
(20 mm) travel ranges.
Note: Arrange springs so that the coil ends are pointed
toward the actuator as shown in Figure 1. This step
assures best actuator performance.
K. Invert and replace the diaphragm plate (26) on the
actuator stem (10) and over the springs.
Note: To ensure the springs are properly located,
check the view hole in the diaphragm plate. A spring
should be visible.
L. Install the diaphragm (25).
M. For size 6 actuator, coat the threads of cap screw (23)
and the surfaces of washer (22) with Dupont Sealant
Compound III or equivalent. For all other sizes, coat
the actuator stem threads (10) and the surfaces
of washer (22) with Dupont Sealant Compound III
or equivalent.
N. Replace upper diaphragm case (24) and tension bolts
(27, 28 and 56).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
O. Tighten the tension bolts (27, 28 and 56) in equal steps
until the cases meet. Replace the remaining cap
screws (20) and nuts (19).
P. Position top and bottom stem connectors (2 and 4) and
replace the two socket head cap screws (5) and recali-
brate the seated position of the valve (Section 10.2).
Note: Size 6 actuator - Screw the plug stem back into
the actuator stem (10) thru the bottom stem connector
(2) and recalibrate the seated position of the valve. If
the actuator has been removed from the valve body, re-
install it as indicated in Section 10.2.
Note: If the actuator has a handwheel, continue with
the following steps :
Q. Swi ng handwheel assembl y back up i nto pl ace.
The handwheel (41) may have to be turned in order to
position the lower pivot pins (33).
R. With the pivot pins positioned on top of the stem
connector (2 and 4), replace the lever pin (45) and
snap rings (46).
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
9.2 Air to close to air to open, (Model 87 to Model 88),
sizes 6, 10, 16 and 23 with handwheel
A. Shut off air supply to the actuator, isolate the control
process pressure to eliminate the valve from moving
with spring tension removed.
B. Rotate the handwheel (41) to a neutral position.
C. Remove snap rings (46) and lever pins (45).
D. The complete handwheel assembly can now swing out
of the way of the top stem connector (2 and 4) [bottom
stem connector (2) on the size 6 actuator].
E. Proceed with the instructions for actuators without
handwheel (9.3 Step B).
9.3 Air to close to air to open (Model 87 to Model 88),
sizes 6, 10, 16 and 23 without handwheel
A. Shut off air supply to the actuator and remove air
piping from the upper diaphragm case (24).
B. Remove the two socket head cap screws (5) which
hold the top and bottom stem connector (2 and 4)
together.
Note: The size 6 actuator only has a bottom stem
connector. For changing of action, the stem lock nuts (1)
must be loosened. The plug stem is disconnected
from the actuator stem (10) in order to allow the
actuator stem to rise with release of spring tension
during disassembly.
Depending on stem length, it may be required to
separate the size 6 actuator off the valve body, as
indicated in Section 6.1.
C. Remove diaphragm case cap screws and nuts (20and19).
D. Remove tension bolts (27, 28 and 56) in multiple steps
to relieve spring tension gradually. Remove upper
diaphragm case (24).
E. Remove cap screw (23) [si ze 6] or j am nut (23)
[all other sizes] and diaphragm washer (22) [all sizes].
F. Remove the diaphragm (25), diaphragm plate (26),
springs (21) and spring spacers (18) if used.
G. Invert the diaphragm (25) and diaphragm plate (26).
H. For size 6 actuator, coat the threads of cap screw (23)
and the surfaces of washer (22) with Dupont Sealant
Compound III or equivalent. For all other sizes, coat
the actuator stem threads (10) and the surfaces
of washer (22) with Dupont Sealant Compound III
or equivalent.
Caution: Diaphragm case is under spring tension
and is equipped with tension bolts (27, 28 and 56)
which must be removed last.
Caution: The handwheel assembly can hold spring
tension in the actuator when the diaphragm case is
removed. To prevent possible injury, remove handwheel
per the following procedure.
14
Instruction ER8788 11/02
87/88 Actuator
I. Checki ng pl acement of spacer (14) reassembl e
diaphragm (25), diaphragm plate (26), and washer
(22), then tighten fastener (23) in proper locations.
J. Position springs (21) and spring spacers (18) [if used]
in the diaphragm plate.
K. Refer to Tables 1, 2 and 4 for spring information. Refer
also to Section 8.1 F.
Note: Spring spacers (18) are not required for 0.8"
(20 mm) travel ranges.
Note: Arrange springs so that the coil ends are pointed
toward the actuator stem as shown in Figure 1. This
step assures best actuator performance.
L. Replace upper diaphragm case (24) and tension bolts
(27, 28 and 56).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
M. Tighten the tension bolts (27, 28 and 56) in equal steps
until the cases meet. Replace the remaining cap
screws (20) and nuts (19).
N. Position top and bottom stem connectors (2 and 4) and
replace the two socket head cap screws (5) and recali-
brate the seated position of the valve (Section 10.1).
Note: Size 6 actuator - Screw the plug stem back into
the actuator stem (10) thru the bottom stem connector
(2) and recalibrate the seated position of the valve. If
the actuator has been removed from the valve body,
reinstall it as indicated in Section 10.1.
Note: If the actuator has a handwheel, continue with
the following steps:
O. Swing the handwheel assembly back into place.
P. It may require turning the handwheel (41) to position the
lower pivot pins (33) under the stem connector (2-4),
[bottom stem connector (2) on the size 6 actuator].
Q. Install the lever pin (45) and snap rings (46).
9.4 Air to open to air to close (Model 88 to Model 87),
size 3
A. Shut off air supply to the actuator, isolate the control
valve process pressure to eliminate the valve from
moving with spring tension removed.
B. If valve is equipped with a handwheel, please follow
steps 7.2 B, C and D to disengage this assembly.
C. Check the travel indicator on stem connector (2)
against the travel scale (9) to insure that the plug is up
(off the seat).
Note: No air pressure is required to the actuator since
the spring force acts to open the valve.
D. Loosen stem lock nuts (1).
E. Re-tighten lock nuts (1) against each other so they will
lock at a point that is not against the stem flange (2).
F. Turn the stem lock nut (1) counterclockwise and loosen
the plug stem until it disengages from the actuator
stem (10).
Note: Depending on stem length, it may be required to
separate the size 3 actuator off the valve body, as
indicated in Section 6.1.
Note: Do not allow the valve plug to drop or turn
against the seat ring, as this could damage the seat
and plug.
G. Remove four diaphragm case cap screws and nuts (27
and 28) leaving the other four installed on the case
equally spaced.
H. Remove tension bolts (four remaining 27 and 28) in
multiple steps to relieve spring tension gradually.
Remove upper diaphragm case (24).
I. Remove hex nut (23) and spacer (22), Figure 9.
J. Remove diaphragm plate (26), diaphragm (25), and
spacer (14), Figure 9.
K. Place springs (21) [and spring spacers (18) if new
range uses them] over the spring guides (29), Figure 8.
L. Refer to Tables 1, 2 and 4 for spring information. Refer
also to Section 8.3 K.
Note: Arrange springs so that the coil ends are pointed
toward the actuator as shown in Figure 1. This step
assures best actuator performance.
M. Install spacer (22) on the actuator stem (10).
N. Invert and replace the diaphragm plate (26) on the
actuator stem (10) and over the springs.
O. Install the diaphragm (25).
P. Coat the threads of hex nut (23) and the surfaces of
the spacer (14) with Chesterton 725 nickel compound
or equivalent. Install spacer (14) and tighten hex nut
(23) per Table 3.
Q. Replace upper diaphragm case (24) and tension bolts
(four cap screws and nuts 27 and 28), and tighten per
Table 3.
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
R. Tighten the tension bolts (27 and 28) per Table 3 in equal
steps until the cases meet. Replace the remaining cap
screws (27) and nuts (28), and tighten per Table 3.
S. Screw the plug stem back into the actuator stem (10)
thru the bottom stem flange and recalibrate the seated
position of the valve.
Note: If the actuator has been removed from the valve
body, reinstall it as indicated in Section 10.2.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
Caution: Diaphragm case is under spring
tension. The remaining four screws and nuts are
tension bolts.
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
15
Instruction ER8788 11/02
87/88 Actuator
Note: If the actuator has a handwheel, continue with
the following steps:
T. Hold the handwheel holder (40) in position between the
yoke legs as shown in Figure 11 and slide the lever pin
(45) through the hole in the yoke and lever. Be sure
that the levers (44) are above the stem flange (2).
U. Secure the lever pin (45) with the second retaining
ring (46).
9.5 Air to close to air to open (Model 87 to Model 88),
size 3 with handwheel
A. Shut off air supply to the actuator, isolate the control
process pressure to eliminate the valve plug from
moving with spring tension removed.
B. Rotate the handwheel (41) to a neutral position.
C. Remove one of the two retaining rings (46) which are
mounted on lever pin (45), Figure 11.
D. Remove lever pin (45) and secure the handwheel holder
(40) in place (see Figures 10 and 11). The handwheel
assembly will be disconnected from the actuator.
E. Proceed with the instructions for actuators without
handwheel (9.6 Step B).
9.6 Air to close to air to open (Model 87 to Model 88),
size 3 without handwheel
A. Shut off air supply to the actuator and remove air
piping from the upper diaphragm case (24).
B. Check the travel indicator on stem connector (2)
against the travel scale (9) to insure that the plug is up
(off the seat).
C. Loosen stem lock nuts (1).
D. Re-tighten lock nuts (1) against each other so they will
lock at a point that is not against the stem flange (2).
E. Turn the stem lock nut (1) counterclockwise and loosen
the plug stem until it disengages from the actuator
stem (10).
Note: Depending on stem length, it may be required to
separate the size 3 actuator off the valve body, as
indicated in Section 6.1.
Note: Do not allow the valve plug to drop or turn
against the seat ring, as this could damage the seat
and plug.
F. Remove four diaphragm case cap screws and nuts (27
and 28) leaving the other four installed on the case
equally spaced.
G. Remove tension bolts (four remaining 27 and 28) in
multiple steps to relieve spring tension gradually.
Remove upper diaphragm case (24).
H. Remove hex nut (23) and spacer (14), Figure 8
I. Remove the diaphragm (25), diaphragm plate (26),
spacer (22), springs (21) and spring spacers (18) if
used, Figure 8.
J. Install spacer (14) on the actuator stem (10), Figure 9.
K. Invert the diaphragm (25) and diaphragm plate (26),
Figure 9.
L. Coat the threads of hex nut (23) and the surfaces of
the spacer (22) with Chesterton 725 nickel compound
or equivalent.
M. Check placement of spacers (14 and 22), reassemble
diaphragm (25), diaphragm plate (26), and spacer (22)
then tighten hex nut (23) per Table 3.
N. Position springs (21) and spring spacers (18) [if used]
in the diaphragm plate.
O. Refer to Tables 5, 6 and 8 for spring information. Refer
also to Section 8.3.
Note: Arrange springs so that the coil ends are pointed
toward the actuator as shown in Figure 1. This step
assures best actuator performance.
P. Replace upper diaphragm case (24) and tension bolts
(four cap screws and nuts 27 and 28).
Note: Tension bolts should be spaced equally around
the bolt circle of the case.
Q. Tighten the tension bolts (27 and 28) in equal steps
until the cases meet. Replace the remaining cap
screws (28) and nuts (28).
R. Screw the plug stem back into the actuator stem (10)
thru the bottom stem flange and recalibrate the seated
position of the valve.
Note: If the actuator has been removed from the valve
body, reinstall it as indicated in Section 10.1.
Note: If the actuator has a handwheel, continue with
the following steps:
S. Hold the handwheel holder (40) in position between the
yoke legs as shown in Figure 11 and slide the lever pin
(45) through the hole in the yoke and lever. Be sure
that the levers (44) are below the stem flange (2).
T. Secure the lever pin (45) with the second retaining
ring (46).
Caution: Tighten cap screws and nuts evenly. Do
not over tighten as this could possibly warp the
diaphragm cases. See Table 3 for torque values.
Caution: Diaphragm case is under spring
tension. The remaining four screws and nuts are
tension bolts.
Caution: Removing the lever pin (45) will
disconnect the handwheel assembly from the
actuator. Support the handwheel assembly to
avoid possible injury.
Caution: The handwheel assembly can hold spring
tension in the actuator when the diaphragm case
is removed. To prevent possible injury, remove
handwheel per the following procedure.
16
Instruction ER8788 11/02
87/88 Actuator
10. VALVE MOUNTING
These installation and plug stem adjustment procedures are for
mounting of the 87/88 Actuators on most metal seated recipro-
cating valves. Refer to the specific valve instructions for other
trim types, such as pilot operated valves (41405) and soft
seat designs.
10.1 Air to open (Model 88)
A. Connect manual loading panel tubing to the lower
diaphragm case or yoke connection (size 3).
B. Apply required air pressure through the manual loading
panel to completely retract the actuator stem (10).
C. Install actuator on the valve body with drive nut.
D. Position top and bottom stem connectors (2 and 4) and
replace the two socket head cap screws (5). Turn the
plug stem as far as possible into lower part of the stem
connector (2 or 6). Refer to Figure 13 and Figure 15 for
stem connector positioning.
Note: Size 3 and Size 6 actuator - Screw the plug
stem into the actuator stem (10) thru the bottom stem
connector or flange (2). Depending on stem length, it
may be required to progressively lower the actuator
towards the body while screwing the plug stem into the
actuator stem. Refer to Figure 13 for size 6 stem
connector positioning.
E. Release air pressure, then ensure that the actuator
stem is fully extended.
F. Using the stem lock nuts (1), unscrew the plug stem
until the plug touches the seat.
G. Pneumatically or with the handwheel, stroke the actua-
tor to raise the plug off the seat. Unscrew the plug
stem one full turn and lock the stem in place with the
lock nut(s) (1) against the stem connector or flange
(2 or 6).
H. Line up the stroke scale (9) with the pointer and check
actuator for proper operation.
10.2 Air to close (Model 87)
A. Install actuator on the valve body with drive nut.
B. Position top and bottom stem connectors (2 and 4) and
replace the two socket head cap screws (5). Turn the
plug stem as far as possible into lower part of the stem
connector (2 or 6). Refer to Figure 14 and Figure 16 for
stem connector positioning.
Note: Size 3 and Size 6 actuator - Screw the plug
stem into the actuator stem (10) thru the bottom stem
connector or flange (2). Depending on stem length, it
may be required to progressively lower the actuator
towards the body while screwing the plug stem into the
actuator stem. Refer to Figure 14 for size 6 stem
connector positioning.
C. Pneumatically or with the handwheel, stroke the
actuator to the rated spring range or stroke (if using the
handwheel).
D. Using the stem lock nuts (1) unscrew the plug stem
until the plug touches the seat.
E. Release the pressure in the actuator or back off the
handwheel to raise the stem.
F. Unscrew the stem 1/2 turn and lock the stem in place
by tightening the stem nuts (1) against the stem
connector (2 or 6).
Note: Size 3 actuator - Lock the plug stem in place by
tightening the stem nuts (1) against the stem flange (2).
G. Line up the stroke scale (9) with the pointer (7) and
check actuator for proper operation.
Caution: DO NOT TURN the plug against the seat
as damage to the parts can occur.
Caution: DO NOT TURN the plug against the seat
as damage to the parts can occur.
Caution : The stem connector (2) on the size 3 is not
fixed to the actuator stem and is a loose part with the
stem nuts (1) backed off. For safety reasons, adjust-
ments should only be made pneumatically.
17
Instruction ER8788 11/02
87/88 Actuator
14
1
2
3
23 59 22 63
32
4
10
29
28
56
27
24
26
19
17
25
20
16
15
13
12
30
7
9
8
21
11
6
31
5
18
14
1
2
3
23 22 63
32
4
10 29 59
28
56
27
24
20
19
17
25
26
16
15
13
12
30
7
9
8
21
11
6
31
5
14
1
2
3
23 22
30
31
10
29 59
28
56
27
21 63
24
20
19
17
25
26
15 16 13
12
11
7
9
8
Figure 4
Size 10, 16 and 23 Actuators
Air to Open (Model 88)
Figure 2
Size 6 Actuator Air to Close
(Model 87)
Figure 3
Size 10, 16 and 23 Actuators
Air to Close (Model 87)
Instruction ER8788 11/02
87/88 Actuator
Recommended Spare Parts
Not provided for Size 6 Actuator
Hex Head Cap Screw on Size 6 Actuator
Not provided for .8 in. (21 mm) travel
Underlined: Optional Handwheel Only
Bearing Ring on Sizes 6 and 10
Retaining Ring on Sizes 6 and 10
1 Hex Nut
2 Stem Connector, bottom
3 Cap Screw, Hex head
4 Stem Connector, top
5 Cap Screw, soc. head
6 Connector Insert
7 Pointer
8 Screw, Pan head
9 Scale - Travel
10 Actuator Stem
11 Stem Wiper
12 O-Ring
13 O-Ring
14 Spacer
15 Seal Washer
16 Cap Screw, Hex head
17 Lower Diaphragm Case
18 Spring Spacer
19 Hex Nut
20 Cap Screw, Hex head
21 Spring
22 Washer
23 Nut, Jam
24 Upper Diaphragm Case
25 Diaphragm
26 Diaphragm Plate
27 Cap Screw, Hex head
28 Compression Nut
29 Spring Guide
30 Stem Bushing
31 Yoke, machining
32 Lock Nut
33 Pivot Pin
34 Thrust Bearing
35 Retaining Ring
36 Handwheel Pivot
37 End Flange
38 Cap Screw, Hex head
39 Handwheel Stem
40 Traveling Nut
41 Handwheel
42 Washer, Flat
43 Lock Nut
44 Handwheel Lever Assembly
45 Lever Pin
46 Retaining Ring
56 Warning Plate
57 Handwheel Cover
58 Groove Pin
59
1
/4 NPT Plug
61 Serial Plate (Not Shown)
62 Drive Screw (Not Shown)
63 Caution Tag
Ref.
Description
Ref.
Description
Ref.
Description
No No No
Figure 7
Handwheel Cover
Parts Reference Table
Figure 5
Size 6 and 10 Actuators
with optional Handwheel
Figure 6
Size 16 and 23 Actuators
with optional Handwheel
18
Figure 12
Size 3 Actuator Air to Open
with optional Handwheel
Figure 10
Size 3 Actuator Air to Close
with optional Handwheel
Figure 11
Size 3 Actuator Handwheel
sectional view
Underlined: Optional Handwheel Only
Note: All other Ref. Numbers and Descriptions are the same as listed for the other sizes.
Figure 8
Size 3 Actuator Air to Close
(Model 87)
Figure 9
Size 3 Actuator Air to Open
(Model 88)
2 Stem Flange
20 Cap Screw, Hex head
22 Spacer
23 Hex Nut
28 Hex Nut
30 D.U. Bushing
37 Bushing
Ref.
Description
Ref.
Description
No No
Parts Reference Table Size 3
38 Retaining Ring
40 Handwheel Holder
43 Lever Assembly
44 Handwheel Lever
47 Key
49 Retaining Ring
Ref.
Description
Ref.
Description
No No
Instruction ER8788 11/02
87/88 Actuator
19
20
Instruction ER8788 11/02
87/88 Actuator
FIGURE 13
MODEL 88 ACTUATOR
AIR TO RETRACT (OPEN)
ACTUATOR SIZE STROKE X
6 0.8" (20mm) 3.76" (95.5mm)
10 0.8" - 1.5" (20 - 38mm) 4.62" (117.4mm)
STROKE
"X" at 0 PSI
1
5
2
4
6
32
STROKE
"X" at 0 PSI
1
5
2
4
6
32
FIGURE 14
MODEL 87 ACTUATOR
AIR TO EXTEND (CLOSE)
ACTUATOR SIZE STROKE X
6 0.8" (20mm) 4.82" (122.5mm)
0.8" (20mm) 5.12" (130.0mm)
10
1.5" (38mm) 5.44" (138.2mm)
FIGURE 16
MODEL 87 ACTUATOR - DIRECT
AIR TO EXTEND (CLOSE)
ACTUATOR SIZE STROKE X
0.8" (20mm) 8.00" (203.2mm)
16
1.5" (38mm) 8.50" (215.9mm)
2.0" (51mm) 9.28" (235.7mm)
2.5" (64mm) 9.50" (241.3mm)
0.8" (20mm) 8.25" (209.5mm)
23
1.5" (38mm) 8.62" (219.0mm)
2.0" (51mm) 9.12" (231.7mm)
2.5" (64mm) 9.59" (243.6mm)
STROKE
"X" at 0 PSI
1
2
4
6
5
32
STROKE
7.02 at 0 PSI
[178.3mm]
1
2
4
6
5
32
FIGURE 15
MODEL 88 ACTUATOR - REVERSE
AIR TO RETRACT (OPEN)
ACTUATOR SIZE STROKE
16 & 23 0.8" - 2.5" (20 - 64mm)
21
Instruction ER8788 11/02
87/88 Actuator
22
Instruction ER8788 11/02
87/88 Actuator
23
Instruction ER8788 11/02
87/88 Actuator
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ER8788 11/02
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